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Advice for every life stage

We offer tailored financial solutions for individuals and families at every stage of life, helping you feel confident and clear about your financial future.
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Starters

Age Group: 18-34

“I want to get my finances on track but I don’t know where to start. I need someone to guide me through the basics.”

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Starters

Age Group: 18-34

“I want to get my finances on track but I don’t know where to start. I need someone to guide me through the basics.”

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Starters

Age Group: 18-34

“I want to get my finances on track but I don’t know where to start. I need someone to guide me through the basics.”

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Balancers

Age Group: 35-50

“I need to make sure we’re covered now and in the future, but it’s hard to know where to allocate our resources.”

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Balancers

Age Group: 35-50

“I need to make sure we’re covered now and in the future, but it’s hard to know where to allocate our resources.”

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Balancers

Age Group: 35-50

“I need to make sure we’re covered now and in the future, but it’s hard to know where to allocate our resources.”

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Planners

Age Group: 50-65

“I’m close to retirement, and I want to make sure I’ve done everything I can to secure our future.”

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Planners

Age Group: 50-65

“I’m close to retirement, and I want to make sure I’ve done everything I can to secure our future.”

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Planners

Age Group: 50-65

“I’m close to retirement, and I want to make sure I’ve done everything I can to secure our future.”

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Legacy Builders

Age Group: 65+

“I want to enjoy my retirement and ensure I can leave something meaningful for my family.”

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Legacy Builders

Age Group: 65+

“I want to enjoy my retirement and ensure I can leave something meaningful for my family.”

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Legacy Builders

Age Group: 65+

“I want to enjoy my retirement and ensure I can leave something meaningful for my family.”

Tailored services to meet your financial goals

Superannuation

Building Wealth

Investments

Asset Protection

Retirement Planning

Estate Planning

Superannuation

Building Wealth

Investments

Asset Protection

Retirement Planning

Estate Planning

Building Wealth

Superannuation

Investments

Asset Protection

Retirement Planning

Estate Planning

Smart strategies for building your wealth

We all aim to build wealth efficiently and effectively. We’re dedicated to identifying tax-effective methods tailored to your circumstances. We present you with viable alternatives and help choose the best strategies for growing your wealth.

Building Wealth

Superannuation

Investments

Asset Protection

Retirement Planning

Estate Planning

Smart strategies for building your wealth

We all aim to build wealth efficiently and effectively. We’re dedicated to identifying tax-effective methods tailored to your circumstances. We present you with viable alternatives and help choose the best strategies for growing your wealth.

Schedule your free discovery call today

We look forward to discussing your financial goals.

Meet the Director

For over 30 years, Tom Weir has provided personalised financial advice, ensuring his tailored strategies are regularly reviewed and adjusted to reflect his deep commitment to each client’s unique journey.
For over 30 years, Tom Weir has provided personalised financial advice, ensuring his tailored strategies are regularly reviewed and adjusted to reflect his deep commitment to each client’s unique journey.

Meet the Team

Meet the Team

Meet the Team

image of Tom Weir
image of Tom Weir
image of Tom Weir

Tom Weir

BCom, MTax, CA, CTA, SSA